Activest Wealth Management
ARES icon

Activest Wealth Management’s Ares Management ARES Stock Holding History

Activest Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.9K Sell
94
-13
-12% -$1.7K ﹤0.01% 569
2026
Q2 		$11.9K Buy
107
+15
+16% +$1.8K ﹤0.01% 550
2026
Q1 		$10K Buy
92
+50
+119% +$6.63K ﹤0.01% 682
2025
Q4 		$6.79K Buy
42
+2
+5% +$312 ﹤0.01% 728
2025
Q3 		$6.4K Hold
40
– – ﹤0.01% 596
2025
Q2 		$6.93K Buy
40
+37
+1,233% +$5.85K ﹤0.01% 502
2025
Q1 		$440 Buy
+3
New +$518 ﹤0.01% 865

Other funds holding ARES

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Activest Wealth Management's ARES Position: Q3 2026 in Review

Activest Wealth Management reduced its Ares Management (ARES) stake by 12% in Q3 2026, selling an estimated $1.7K and leaving 94 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Activest Wealth Management first reported a position in ARES in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.9K in Q2 2026. 387 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Activest Wealth Management held 94 shares of Ares Management worth $10.9K as of Q3 2026.
  • Activest Wealth Management sold 13 Ares Management shares in Q3 2026, an estimated $1.7K.
  • Ares Management made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #569 holding.
  • Activest Wealth Management first reported a position in Ares Management in Q1 2025 and has held it in 7 quarters since.
  • Activest Wealth Management's Ares Management position peaked at $11.9K in Q2 2026.
  • 387 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.